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Author Archive for Roger Wohlner
Written by Roger Wohlner on May 24, 2011
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Investing Tips for All Ages: 401(k) Investment Strategies Roger Wohlner The past several years have been rough on many 401(k) participants. The 2008–9 market decline had a devastating impact on many participants nearing retirement. The press, and many annuity salespeople, have had a field day…
Written by Roger Wohlner on May 17, 2011
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How Rising Oil and Gas Prices Might Affect Your Portfolio Roger Wohlner Anyone who drives a car is keenly aware of the swift rise in the price of gas. This is largely a result of political uncertainty in the Middle East. What impact will the…
Rebalancing Your Portfolio Roger Wohlner You probably already have a financial plan in place that includes an asset-allocation strategy. (If you don’t, check out this post from Dan Solin.) This strategy helps you control your portfolio’s risk via an allocation among different asset classes. However,…
Written by Roger Wohlner on May 3, 2011
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How You Compensate Your Financial Adviser, and Why It Matters Roger Wohlner There are three basic forms of financial adviser compensation: commissions, fee-based, and fee-only. Should the method of compensation make a difference to you? I (who am admittedly biased on the topic) say yes….
Savings Bonds: Pros and Cons Roger Wohlner Over the years, my kids received savings bonds as gifts for various occasions. We held the bonds to maturity and recently turned over the money to the two oldest kids. In both cases, the extra money came in…
Written by Roger Wohlner on April 19, 2011
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Retirement Savings Strategy: Will Your Returns Allow You to Retire on Time? Roger Wohlner Do you need a 10 percent return in order to retire on time? I have clients who have a goal date for retirement. They want to have X amount of money…
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